Understanding the internal financial strengths and weaknesses of your own business is crucial to strategise the best decisions of growth. Management reporting segments important business information and allows insight and analysis into the drivers within your business. By utilising management reporting companies have a greater understanding of information such as profit and loss categorised by departments, teams, and jobs, realisation rates of clients, and utilisation rates. This is particularly useful for the executive level as they are getting relevant details that help drive strategic decision making and plans for the future.
The above management reporting processes using traditional spreadsheet software face numerous software limitations. Moving to a cloud-based planning platform ensures financial reports are cut in half and stay accurate.
Access a shared platform of planning with real-time distribution of updates and changes to plans and reports, and direct communication to all users on the company platform through email or SMS messaging.
Easily adapt in Excel spreadsheets and utilise Microsoft office add-ins, with the ability to connect your ERP system for greater cohesion of data
Create user-tailored interfaces, and adjust them according to users’ roles and preferences. With intuitive formulas, text functions and further versatility; change how and what information is presented, ensuring no vital insights are missed.
Render multiple modellings of different scenarios with enhanced charting visualisations that permit quick and effective analysis, added visuals, and adjustable drivers.
Utilise a range of ways to present charts, data, grids and models: re-order dimensions of POV and methodologies of modelling, resize graphs with guideline measures, and source charts and models from embedded grids and data.
Connect to your ERP to automatically pull the most recent actuals
Plan and Report on MODLR models from within Excel Workbooks.
Connect to your CRM to automatically pull the most recent pipeline activity
View Audit reporting of who changed what, and when
Apply business logic across models globally, not in fits and starts across specific cells in certain spreadsheets
Your information is safe and secure, no corrupt Excel workbooks or cell formula errors
Access MODLR on the cloud to work when you and your team needs to
Consolidate the plan in real time across entities and business units
MODLR is an open free-form modelling environment which allows your users to model any aspect of the business. When an area of business operations requires additional calculations and business logic, modelling users can create new bespoke models which they can feed into existing models.
By combining enterprise modelling software with Excel Workbooks, MODLR provides a scalable and fully featured collaborative planning environment. See below for an outline of how to get started quickly in developing your reporting and planning solution.